ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,211,814 | -14.4% | 82,477 | -11.1% | 0.09% | -9.6% |
| Q2 2023 | $23,614,472 | +3.5% | 92,795 | -4.3% | 0.10% | -1.9% |
| Q1 2023 | $22,816,879 | +5.5% | 96,924 | -1.1% | 0.11% | +1.9% |
| Q4 2022 | $21,629,950 | +7.7% | 98,015 | +1.1% | 0.10% | -1.0% |
| Q3 2022 | $20,078,000 | -8.1% | 96,975 | -3.5% | 0.10% | -0.9% |
| Q2 2022 | $21,856,000 | -17.7% | 100,536 | -0.6% | 0.11% | -1.9% |
| Q1 2022 | $26,546,000 | -5.3% | 101,177 | +0.2% | 0.11% | -0.9% |
| Q4 2021 | $28,019,000 | +7.6% | 100,969 | -1.2% | 0.11% | -3.5% |
| Q3 2021 | $26,039,000 | +54.0% | 102,174 | +54.7% | 0.11% | +52.7% |
| Q2 2021 | $16,906,000 | +7.6% | 66,064 | -0.2% | 0.07% | +1.4% |
| Q1 2021 | $15,710,000 | +8.7% | 66,224 | +2.4% | 0.07% | +2.8% |
| Q4 2020 | $14,452,000 | +14.4% | 64,648 | +0.2% | 0.07% | +1.4% |
| Q3 2020 | $12,633,000 | -35.0% | 64,548 | -40.2% | 0.07% | -39.7% |
| Q2 2020 | $19,431,000 | +16.0% | 107,915 | -4.5% | 0.12% | -3.3% |
| Q1 2020 | $16,755,000 | -17.9% | 112,955 | +4.3% | 0.12% | +5.3% |
| Q4 2019 | $20,411,000 | +14.6% | 108,287 | +5.7% | 0.11% | +6.5% |
| Q3 2019 | $17,803,000 | -7.3% | 102,454 | -8.1% | 0.11% | -8.5% |
| Q2 2019 | $19,208,000 | +87.9% | 111,440 | +81.7% | 0.12% | +77.3% |
| Q1 2019 | $10,224,000 | +30.1% | 61,332 | +14.6% | 0.07% | +15.8% |
| Q4 2018 | $7,861,000 | -6.8% | 53,505 | +9.3% | 0.06% | +5.6% |
| Q3 2018 | $8,437,000 | -18.3% | 48,966 | -23.1% | 0.05% | -22.9% |
| Q2 2018 | $10,333,000 | -29.0% | 63,673 | -31.6% | 0.07% | -29.3% |
| Q1 2018 | $14,552,000 | +3.3% | 93,079 | +4.5% | 0.10% | +3.1% |
| Q4 2017 | $14,085,000 | -3.2% | 89,048 | -8.6% | 0.10% | -7.7% |
| Q3 2017 | $14,545,000 | -4.4% | 97,434 | -7.8% | 0.10% | -7.1% |
| Q2 2017 | $15,218,000 | +12.4% | 105,667 | +9.2% | 0.11% | +9.8% |
| Q1 2017 | $13,538,000 | -13.6% | 96,766 | -17.9% | 0.10% | -19.0% |
| Q4 2016 | $15,669,000 | +325.2% | 117,829 | +309.9% | 0.13% | +320.0% |
| Q3 2016 | $3,685,000 | -2.0% | 28,744 | -5.2% | 0.03% | -6.2% |
| Q2 2016 | $3,760,000 | +2.2% | 30,317 | -0.4% | 0.03% | 0.0% |
| Q1 2016 | $3,678,000 | +10.2% | 30,431 | +9.7% | 0.03% | +10.3% |
| Q4 2015 | $3,337,000 | +7.5% | 27,733 | +1.7% | 0.03% | 0.0% |
| Q3 2015 | $3,105,000 | -3.5% | 27,259 | +5.0% | 0.03% | +3.6% |
| Q2 2015 | $3,218,000 | -3.1% | 25,953 | -3.2% | 0.03% | -3.4% |
| Q1 2015 | $3,320,000 | +3.7% | 26,803 | +2.4% | 0.03% | +7.4% |
| Q4 2014 | $3,202,000 | -17.0% | 26,180 | -20.8% | 0.03% | -22.9% |
| Q3 2014 | $3,860,000 | +1.5% | 33,055 | +2.3% | 0.04% | +2.9% |
| Q2 2014 | $3,803,000 | +4.9% | 32,297 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $3,627,000 | -15.0% | 32,297 | -16.2% | 0.03% | -17.1% |
| Q4 2013 | $4,266,000 | -16.2% | 38,552 | -23.4% | 0.04% | -21.2% |
| Q3 2013 | $5,092,000 | -6.4% | 50,345 | -10.8% | 0.05% | -10.3% |
| Q2 2013 | $5,439,000 | – | 56,417 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |